Resource Planning Specialist - Public Accounting
Responsibilities
- Oversight of the scheduling function for the Small Business Advisory Service Line, including long-term and day-to-day resource planning, job assignments, reassignments, and resource pool management.
- Development and management of weekly staffing commitments for resource pools, monitoring utilization and workload capacity, and collaboration with leaders to ensure assignments are appropriately staffed and progressing as planned.
- Cross-functional coordination of resource allocation across teams, balancing workloads, client deadlines, employee preferences, and industry specialization to maximize efficiency and service delivery.
- Monitoring of staffing demands and scheduling conflicts, proactive identification and resolution of resource constraints to support client service objectives.
- Optimization of offshore and shared-service staffing, ensuring resources are effectively utilized and aligned with operational needs.
- Utilization of project management and continuous improvement methodologies (e.g., Lean Six Sigma) to improve resource management processes and workforce planning initiatives.
- Optimization of charge hour attainment, capacity management, and overall resource utilization while promoting equitable workload distribution across the service line.
- Support for the operational integration of merged or acquired firms, including workforce planning, resource alignment, and adoption of firm resource management processes.
- Fostering cross-functional collaboration and continuous improvement while helping align resource management practices with the firm's strategic goals and growth initiatives.
Requirements
- A minimum bachelor's degree in accounting or business or related field.
- A minimum of three years of public accounting experience and/or tax operations management.
- Demonstrated leadership experience with success managing teams greater than 100 employees.
- Proven technical proficiency with experience working with relevant platforms (examples: Workday, Power, BI, Monday.com) and public accounting systems.
Qualifications
- Salary range: Between $65,000 and $75,000, commensurate with experience.
- Hours of operation: Office hours from 8:00 a.m. until 5:00 p.m. Monday through Friday, with summer hours from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and Flex Friday scheduling available.
Benefits
The Bonadio Group is committed to the principle of equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. We value the rich variety of perspectives and experiences offered by those of different backgrounds.
Pay
$65,000 - $75,000 per year, commensurate with experience.
Schedule
Office hours from 8:00 a.m. until 5:00 p.m. Monday through Friday, with summer hours from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and Flex Friday scheduling available.
Company Information
Bonadio is committed to the principle of equal treatment and opportunity for all people and to fostering and managing diversity in the workplace as an integral part of our practice and service to clients. Our firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.
Contact Information
To apply, please visit our website and follow the application instructions. For more information about The Bonadio Group, please contact us at (800) 487-7624 or careers@bonadio.com.
EEO/AA Disability/Veteran
The Bonadio Group is an Equal Opportunity Employer. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability during any portion of the employment application process, please contact us at (800) 487-7624 or careers@bonadio.com.